Review contributions beside your monthly staffing picture
Bring contribution history into the same month end routine as your 7shifts review.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Why this helps
Contribution records and operating notes often live in separate routines and get reconciled late.
- Reduces manual record gathering
- Surfaces missing contribution context
- Creates a repeatable month end report
Setup
Build it in a few focused steps.
- 1Connect 7shifts and Daffy in the Notis portal.
- 2Create an automation that summarizes the latest 7shifts period and retrieves Daffy contributions for the same period.
- 3Pick a recurring notis_cron schedule.
- 4Choose a report destination for the combined review.
- 5Test with one completed month and adjust the instruction if a date range needs to be supplied.
Questions about this workflow
Can it retrieve every historical contribution?
Notis can paginate through the available contribution history when your instruction asks for a complete range.
Will it change contribution records?
No. Get Contributions only retrieves history.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 7shifts to Daffy. A trigger fires from one place; an action lands in another.
7shifts triggers
Daffy actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Gift
Tool to create a new charitable gift. use when you have recipient details and amount ready.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Get Balance
Tool to retrieve the authenticated user's fund balance. use after authenticating to confirm account funds.
Get Contributions
Tool to retrieve list of contributions to the authenticated user's fund. use when needing to paginate through contribution history.
Get Donations
Tool to retrieve a list of donations for the authenticated user. use after authentication to fetch donation history.
Get Gift by Code
Tool to retrieve details of a specific gift by its unique code. use after obtaining the gift code.
Get Gifts
Tool to retrieve a list of gifts. use when you need to page or filter gifts.
Get Non-Profit by EIN
Tool to retrieve information about a non-profit organization by ein. use after confirming the correct nine-digit ein.
Get User Causes
Tool to retrieve a list of causes for a specified user. use after confirming the user id is valid.
Connect any two apps with Notis in the middle.
7shifts and Daffy, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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